Everything tagged "software" across research, earnings, and macro.
39 articles
Xanadu is a high-upside quantum computing story with real technical progress, strong software traction, and fresh public-market capital. But with just $4.617M of revenue and a stretched valuation, it remains a speculative bet rather than a core holding.
Strategy is effectively a leveraged Bitcoin treasury vehicle with a smaller but still meaningful enterprise software business. The report rates it a Buy for investors who want amplified BTC upside and can tolerate high volatility.
Badger Meter is a high-quality smart water infrastructure compounder with strong revenue growth, expanding margins, and a debt-free balance sheet. The stock looks attractive on quality, but its premium valuation leaves limited margin of safety.
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